ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 195 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,437,097 | -3.5% | 100,004 | -3.5% | 0.00% | – |
| Q2 2023 | $2,526,231 | -0.9% | 103,619 | -0.3% | 0.00% | – |
| Q1 2023 | $2,549,000 | +142941.5% | 103,919 | +41.8% | 0.00% | – |
| Q4 2022 | $1,782 | -99.9% | 73,260 | +30.3% | 0.00% | – |
| Q3 2022 | $1,357,000 | +105.3% | 56,243 | +110.1% | 0.00% | – |
| Q2 2022 | $661,000 | +170.9% | 26,773 | +176.8% | 0.00% | – |
| Q1 2022 | $244,000 | +1255.6% | 9,671 | +1352.1% | 0.00% | – |
| Q4 2021 | $18,000 | -21.7% | 666 | -21.9% | 0.00% | – |
| Q3 2021 | $23,000 | -80.8% | 853 | -80.9% | 0.00% | – |
| Q2 2021 | $120,000 | -81.9% | 4,462 | -81.9% | 0.00% | – |
| Q1 2021 | $662,000 | +60.3% | 24,660 | +63.3% | 0.00% | – |
| Q4 2020 | $413,000 | +26.3% | 15,099 | +25.3% | 0.00% | – |
| Q3 2020 | $327,000 | +240.6% | 12,053 | +239.9% | 0.00% | – |
| Q2 2020 | $96,000 | +1820.0% | 3,546 | +1709.2% | 0.00% | – |
| Q1 2020 | $5,000 | +150.0% | 196 | +104.2% | 0.00% | – |
| Q4 2019 | $2,000 | – | 96 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFG Private Wealth Management, LLC | 385,938 | $9,405,308 | 6.99% |
| Keeler Thomas Management LLC | 604,202 | $14,928,777 | 5.52% |
| Scissortail Wealth Management, LLC | 236,003 | $5,751,390 | 4.53% |
| Envision Financial Planning, LLC | 161,317 | $3,931,284 | 3.89% |
| Summit Asset Management, LLC | 549,950 | $13,402,274 | 3.64% |
| Windsor Capital Management, LLC | 429,255 | $10,460,954 | 3.62% |
| Gateway Advisory, LLC | 698,889 | $17,031,914 | 3.47% |
| Houlihan Financial Resource Group, Ltd. | 226,696 | $5,528 | 2.96% |
| Syntegra Private Wealth Group, LLC | 773,021 | $18,838,525 | 2.96% |
| Peloton Wealth Strategists | 256,525 | $6,252 | 2.88% |